Agent ·Forms

Forms Agent

I ask for what's missing through the chat and I save it where it goes, not in the thread.

What exactly does it do

Five things, and nothing more.

  1. 01

    Open the form template that you authorized.

  2. 02

    Send the questions in steps, not fifteen at once.

  3. 03

    It recognizes responses dictated in natural language and assigns them to their field.

  4. 04

    Collects signature when the staff requests it.

  5. 05

    Close the record: after the editing window it can no longer be altered.

Tools and permissions

What it comes to, and with what permission.

A real turn

Enter, decide, execute and be registered.

Enter

«03/12/1991 and Ana López referred me to it.»

Decide

Recognize that the two answers correspond to step 1 of the open form.

Run

Save the responses, close the step, and file the card in the contact's file.

Forms Agent saved the quick history · contact Mariana Ruiz · 24 min ago

binnacle

The paperwork enters through the chat and comes out orderly.

Tell us what paperwork you order today and we will show you how it arrives in order, without chasing it.

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